Icon Wealth Partners’s KLA KLAC Stock Holding History

Icon Wealth Partners’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-150	Closed	-$2K	–	486
2019 Q1	$2K	Buy	+150	New	+$1.61K	﹤0.01%	832

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's KLAC Position: Q2 2019 in Review

Icon Wealth Partners sold out of KLA (KLAC) in Q2 2019, closing a stake of 150 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in KLAC in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 646 funds tracked by Wall St. Rank hold KLAC as of Q2 2019.

Icon Wealth Partners reported no remaining KLA position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 150 KLA shares in Q2 2019, an estimated $2K.
Icon Wealth Partners first reported a position in KLA in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's KLA position peaked at $2K in Q1 2019.
646 funds tracked by Wall St. Rank held KLA as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.